Patient CRM Overview

Vault Patient CRM is a customer relationship management application with patient journey capabilities and a patient-centric data model to compliantly manage Protected Health Information & Personally Identifiable Information (PHI/PII) data and patient services programs on the Vault Platform.

Patient CRM:

    Enables comprehensive patient support through detailed journey tracking

    Monitors treatment progression

    Provides personalized intervention management

    Generates the generation of real-world data insights

This functionality supports pharmaceutical companies in optimizing therapeutic outcomes, advancing precision medicine initiatives, and improving patient adherence through data-driven analysis of individual patient experiences.

Users require a Patient CRM License. See Vault CRM Licensing Overview for more information.

Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.

Patient CRM has several types of users, each with unique roles and activities:

  • Business Admin Users
  • Define Patient Journeys for products
  • End Users
  • Process Patient Intake Forms
  • Create cases
  • Edit patient records to progress Patient Journeys

Related Topics

Configuring Patient CRM

Defining Patient Journeys

Using Patient Intake Forms

Viewing Patient Details